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114 Turner Street, Clearwater, FL 33756 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-18 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsford | NY | 10/1987 | 06/2026 |
| Bank Of America,N.A. | Pittsford | NY | 06/2011 | 06/2026 |
| Indivisible Partners, Llc | Clearwater | FL | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-07 |
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